# Simcha Goldberg

> Simcha Goldberg is a fee-only financial advisor at Able Wealth Management in Toms River, New Jersey. Simcha charges a percentage of assets and a flat fee or retainer and focuses on estate & legacy planning, tax planning and equity compensation.

Page: https://find.wellspent.co/advisors/simcha-goldberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Able Wealth Management
- **Based in:** Toms River, New Jersey
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $579.5M across 2,109 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Equity compensation
- **CRD:** 6938414 (https://adviserinfo.sec.gov/individual/summary/6938414)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 66 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.ablewealth.co

## Frequently asked questions

### Is Simcha Goldberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Simcha holds no broker registration, and Able Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Simcha charge for financial advice?

Simcha charges a percentage of assets and a flat fee or retainer.

### Where is Simcha Goldberg based?

Simcha Goldberg is based in Toms River, New Jersey.

### What does Simcha specialize in?

Simcha's specialties include estate & legacy planning, tax planning and equity compensation.

### Is Simcha Goldberg registered with the SEC?

Yes. Simcha Goldberg is registered as an investment adviser representative in NJ and TX (CRD 6938414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Able Wealth Management manage?

Able Wealth Management reports $579.5M across 2,109 accounts in assets under management.

### How do I contact Simcha Goldberg?

Through Simcha's website, www.ablewealth.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6938414): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ablewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.